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Tech Fund
@techfund1

Engineer/Portfolio Manager - Join our newsletter with 19,000+ subscribers - https://xitter.cf/t.co/wnqyNcDDq4

Joined February 2021
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Tech Fund
@techfund1Jul 7

Silex Microsystems: The MEMS Foundry Behind Google's Optical Switches

MEMS used to be a fairly dull corner of the semiconductor industry and so historically, we’ve paid very little attention to this market. However, this is changing as optical MEMS are the backbone of…

Article · @techfund1
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Tech Fund
@techfund1Jun 27

ASML – The EUV Bottleneck

ASML’s tone has shifted from estimates where demand will be in the coming years to how much capacity they can provide (source: JP Morgan conference). Due to manufacturing optimizations, the company …

Article · @techfund1
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